+331.4%
WFC vs BND
+76.6%
+254.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.2% | -2.3% |
| 7D | +1.1% | +0.1% | +0.9% | +1.2% |
| 30D | +0.8% | -0.4% | +1.2% | +0.5% |
| 3M | +9.3% | -0.2% | +9.5% | +9.0% |
| 6M | +10.6% | -1.2% | +11.8% | +9.5% |
| YTD | -4.1% | -0.3% | -3.8% | -4.3% |
| 1Y | +13.6% | +0.4% | +13.2% | +14.0% |
| 3Y | +130.7% | +13.4% | +117.3% | +157.4% |
| 5Y | +126.7% | -1.5% | +128.2% | +113.3% |
| 10Y | +132.1% | +15.5% | +116.7% | +179.4% |
| All | +331.4% | +76.6% | +254.8% | +816.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BND wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling